Online Ordering

In order to leverage the power of your XSite's online ordering system, you
first need to enable and tell it how things work in your office. Click
each of the links in the following checklist for specific details about each
step of the setup process. Not all of the items in the following checklist
are essential. The items that are required to fully enable your XSite's
online ordering system are marked with a red asterisk ( * ).

Once you've enabled the online ordering features, you can access your orders
and administrate your online ordering portal through the Orders
area of your XSite. To access it, place your cursor over Business
Management in the main toolbar at the top of the screen and then, click
Orders in the toolbar that drops down. From the ordering
portal on your XSite:

Your web-based order management system first shows you a list of all your
open orders with their present, or most recent, internal status plus some
high-level statistics about orders on your XSite.

While viewing this list, you can sort it by clicking a column heading.

You can view orders based on their internal status by clicking an internal
status item from the left side of the screen.

To limit the orders to just those received from a particular client, pick
that client from the drop-down list.

Similarly, to limit the orders to just those assigned to a particular
appraiser, pick that appraiser from the drop-down list.

If you have more orders than will fit on one screen (as designated by the
page numbers in the upper right corner of the screen), just click one of the
available arrows or enter a page number.

To view the details on an order or take action on it, double-click it.